White-label Client Portal

What is a White-label Client Portal?

A white-label client portal is a customizable online platform that businesses use to interact with their clients. The portal is designed to provide a seamless and branded client experience, as if the platform were developed in-house by the business. With a white-label client portal, businesses can offer their clients features such as document sharing, appointment scheduling, and account management.

For example, an Accounting and Bookkeeping firm could use a white-label client portal to allow clients to view their account balances and transaction histories, as well as schedule appointments with their financial advisor. Similarly, a law firm could use a white-label client portal to share documents with clients, such as contracts or legal briefs.

Overall, a white-label client portal is an effective way for businesses to provide their clients with a user-friendly online experience while maintaining their brand identity.

Looking for a better way to run your service business?

Copilot’s product suite gives businesses an all-in-one solution for client management, messaging, payments, file-sharing, contracts, forms, help desks, and more. Additionally, Copilot enables businesses to offer their clients a unified experience with a branded client portal. To give Copilot a try you can start a free 14-day trial here.


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